Plan Snapshot
- Plan Sponsor: Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan
- Sponsor EIN: 376083535
- Sponsor Address: 13801 RIVERPORT DRIVE SUITE 401, MARYLAND HEIGHTS, MO, 630434828
- Plan Type: DB
- Total Participants: 125
- Total Assets: $67.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $67.5M | $2.6M | $0 |
| 2023 | 127 | $61.6M | $2.2M | $0 |
| 2022 | 135 | $56.2M | $2.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEGAL COMPANY | NONE | $50,348 | — | $50,348 |
| BENESYS, INC. | NONE | $37,724 | — | $37,724 |
| US BANK NATIONAL ASSOCIATION | NONE | $25,697 | — | $25,697 |
| CALIBRE CPA GROUP, PLLC | NONE | $18,500 | — | $18,500 |
| MARQUETTE & ASSOCIATES | NONE | $16,875 | — | $16,875 |
| BAUM SIGMAN ET AL | NONE | $16,061 | — | $16,061 |
| AMALGAMATED BANK | NONE | $12,764 | — | $12,764 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK NATIONAL ASSOCIATION — NONE
- CALIBRE CPA GROUP, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,969
- Estimated Expense Ratio: 0.264% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $321,383 | $128,002 | $37,724 | $18,500 | — |
| 2023 | $283,310 | $89,159 | $35,420 | $18,000 | — |
| 2022 | $314,110 | $138,642 | $37,021 | — | $83,963 |